V

Veritable Portfolio holdings

AUM $6.17B
1-Year Est. Return 16.27%
This Quarter Est. Return
1 Year Est. Return
+16.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.69B
AUM Growth
-$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
952
New
Increased
Reduced
Closed

Top Buys

1
+$2.78M
2
+$1.18M
3
+$654K
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$635K
5
CBI
Chicago Bridge & Iron Nv
CBI
+$609K

Top Sells

1
+$125M
2
+$83.8M
3
+$34.5M
4
DAR icon
Darling Ingredients
DAR
+$28.1M
5
AAPL icon
Apple
AAPL
+$27.6M

Sector Composition

1 Energy 6.99%
2 Financials 4.69%
3 Healthcare 4.23%
4 Consumer Staples 3.56%
5 Technology 3.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.54M 0.04%
23,407
-1,356
227
$1.53M 0.04%
9,332
-2,267
228
$1.53M 0.04%
36,474
-5,389
229
$1.53M 0.04%
39,408
-88,176
230
$1.51M 0.04%
10,904
-6,164
231
$1.5M 0.04%
20,266
-12,584
232
$1.48M 0.04%
15,504
-1,204
233
$1.48M 0.04%
30,680
-16,368
234
$1.46M 0.04%
18,073
-16,372
235
$1.46M 0.04%
15,089
-5,461
236
$1.45M 0.04%
9,063
-1,029
237
$1.45M 0.04%
66,629
+2,787
238
$1.44M 0.04%
28,693
-1,071
239
$1.43M 0.04%
27,797
-10,452
240
$1.43M 0.04%
6,337
-5,863
241
$1.42M 0.04%
9,989
-10,210
242
$1.41M 0.04%
14,049
-1,842
243
$1.41M 0.04%
7,894
-2,265
244
$1.39M 0.04%
53,200
-2,120
245
$1.38M 0.04%
43,134
-219
246
$1.38M 0.04%
26,720
-4,276
247
$1.37M 0.04%
34,967
-798
248
$1.37M 0.04%
10,580
-43,018
249
$1.36M 0.04%
26,451
+1,268
250
$1.36M 0.04%
51,066
-86
8 9
10
11 12